Invesco Peak II Index

Overview

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The Invesco Peak II Index ("the Index") is a multi-asset, target volatility index. The Index provides exposure to equities with a focus on high-quality companies and to fixed income through US 2- and 10-year Treasury bonds. Asset class allocation is dynamically updated daily to seek to provide a consistent volatility profile of 7.5%.

Performance1

as of May 27, 2026

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of May 27, 2026
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak II Index - ER 4,649.21 0.06 0.54 3.23 -0.73

Annualized Returns2

as of May 27, 2026
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak II Index - ER 5.89 2.90 1.56 6.17

Calendar Year Performance

Year 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Invesco Peak II Index - ER 4.7% -1.4% 6.1% 3.6% 4.0% 10.3% 18.9% 11.0% 9.6% 16.3% 11.5% 0.0% 5.0% 21.3% 2.0% 15.4% 13.1% 11.3% -12.1% 12.3% 3.5% -0.5%

 

Top 10 Constituents

as of Apr 30, 2026
Constituent Weight (%) Sector
NVIDIA Corp 7.06 Technology
Alphabet Inc 6.36 Technology
Apple Inc 6.07 Technology
Meta Platforms Inc 4.69 Technology
GE Vernova Inc 3.80 Utilities
Visa Inc 3.74 Industrials
AbbVie Inc 3.52 Healthcare
General Motors Co 2.92 Cons Cyclicals
Mastercard Inc 2.52 Technology
Caterpillar Inc 2.51 Industrials

Characteristics

as of Apr 30, 2026
Number of Constituents: 218
Constituent Market Cap (USD millions)
Max Market Cap 4849551.00
Min Market Cap 1616.68
Mean Market Cap 111747.83
Median Market Cap 19162.55

Economic Sectors

as of Apr 30, 2026
Holdings % of total net assets
Technology 39.729455
Industrials 12.320097
Cons Cyclicals 10.782787
Financials 7.967702
Healthcare 7.819845
Utilities 6.781032
Energy 4.220904
Cons Non-Cyclicals 4.147697
Real Estate 3.386925
Basic Materials 2.843555
Totals may not add up to 100% due to rounding.

Asset Allocation

as of

Historical Asset Allocation

as of

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1.
The index was launched on November 1, 2024. All data prior to its launch date is back-tested (i.e. calculations of how the index might have performed over that time period had the index existed). Back-tested performance is subject to inherent limitations because it reflects retroactive application of an Index methodology and selection of index constituents with the benefit of hindsight. Past performance, actual or back-tested, is no guarantee of future performance.
2.
Excess return reflects the contribution from Equity and Fixed Income less a performance reduction. The performance reduction is a return adjustment to facilitate higher crediting rates within annuity & insurance products. These adjustments are tailored to annuity and life insurance products with the aim of stabilizing crediting rates over time. Estimated Replication Costs will vary as index allocations change. Please see the Index Calculation section of the index methodology for more information on index cost calculations.